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Lockheed Martin
LMT

Overview Fund Activity

2,668 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,059 increasing their positions, 927 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.51%
Holding in Top 10
43
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-41.89%
% of All Funds
0.57%
New
344
Increased
1,059
Reduced
927
Closed
212
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$550M
2
VanEck Associates
VanEck Associates
New York
+$247M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$230M
4
Squarepoint
Squarepoint
New York
+$212M
5
Invesco
Invesco
Georgia
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$750M
2
BlackRock
BlackRock
New York
-$536M
3
Wells Fargo
Wells Fargo
California
-$268M
4
Barclays
Barclays
United Kingdom
-$236M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
1701
Gateway Wealth Partners
Wisconsin
$545K +$486 +1 +0.1%
AWM
1702
Accel Wealth Management
Iowa
$545K -$37.9K -78 -7%
OFA
1703
Oak Family Advisors
Illinois
$544K -$2.43K -5 -0.4%
ECA
1704
Elevated Capital Advisors
Utah
$544K +$9.23K +19 +2%
CF
1705
Claris Financial
Virginia
$543K +$543K +1,118 New
OFS
1706
OneAscent Financial Services
Alabama
$542K +$248K +511 +84%
ABC
1707
Associated Banc-Corp
Wisconsin
$541K -$19.4K -40 -3%
AMCA
1708
Arthur M. Cohen & Associates
Illinois
$541K – – –
SOW
1709
State of Wyoming
Wyoming
$541K +$262K +539 +94%
MA
1710
MCF Advisors
Kentucky
$539K -$22.4K -46 -4%
MSS
1711
Mitchell Sinkler & Starr
Pennsylvania
$539K +$34K +70 +7%
BB
1712
Bell Bank
North Dakota
$539K – – –
VCM
1713
Virtue Capital Management
Tennessee
$538K -$555K -1,142 -51%
CWA
1714
Clearview Wealth Advisors
Oregon
$537K -$6.8K -14 -1%
BFG
1715
Bouchey Financial Group
New York
$537K +$4.37K +9 +0.8%
PPH
1716
Pure Portfolios Holdings
Oregon
$536K +$7.78K +16 +1%
CPG
1717
Cornerstone Planning Group
New Jersey
$536K +$6.05K +12 +1%
CAL
1718
Capital Advisors Ltd
Ohio
$535K +$17K +35 +3%
PAM
1719
Paradigm Asset Management
New York
$535K -$778K -1,600 -59%
BI
1720
Bolthouse Investments
California
$535K +$535K +1,100 New
WMA
1721
Wealth Management Associates
New Jersey
$533K -$75.8K -156 -12%
RCM
1722
Riverpark Capital Management
New York
$530K +$53.9K +111 +11%
CIAS
1723
CFS Investment Advisory Services
New Jersey
$530K +$10.2K +21 +2%
HWA
1724
HCR Wealth Advisors
California
$530K -$180K -371 -25%
WFS
1725
Widmann Financial Services
Maryland
$529K +$58.3K +120 +12%
67 68
69
70 71